Episode Details

Why Stablecoins Are Crypto's Killer Use Case | Charlie Noyes & Bam Azizi
3/31/2025
Empire β†—

Key Insights

Bullish:

  • 🟒 $STABLES - Stablecoins are seen as the killer app for crypto, with significant potential in payments and as a foundation for other crypto applications. There's particular enthusiasm for stablecoins issued by established payment companies due to their existing distribution networks.
    • β€œBut the killer app of crypto is a stablecoin, and the killer app for stablecoin is payment.” - Bam (0:00)
    • β€œI'm very bullish on Pi UST and also emerging one, which is Ripple UST. Because the these Ripple and PayPal, they're payment companies. They already have the distribution.” - Bam (34:42)
    • β€œIf I had to pick an existing player that I think was most likely to emerge as a big winner or, like, at the top of a power law, it would be Tether.” - Charlie (32:11)
  • 🟒 $MESH - πŸ”’
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  • 🟒 $RWA - πŸ”’
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  • 🟒 $MULTICHAIN - πŸ”’
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